Churchill Financial Advisors LLC Acquires Shares of 45,168 CocaCola Company (The) $KO

Posted by Wayne Rhoads on May 25th, 2026

Churchill Financial Advisors LLC acquired a new stake in CocaCola Company (The) (NYSE:KO – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 45,168 shares of the company’s stock, valued at approximately $3,158,000. CocaCola comprises about 1.0% of Churchill Financial Advisors LLC’s investment portfolio, making the stock its 28th largest holding.

Other large investors also recently modified their holdings of the company. Farther Finance Advisors LLC grew its position in shares of CocaCola by 38.1% in the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after buying an additional 30,786 shares during the last quarter. Dynamic Technology Lab Private Ltd grew its position in shares of CocaCola by 82.3% in the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 49,700 shares of the company’s stock valued at $3,296,000 after buying an additional 22,444 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in shares of CocaCola by 2.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,051,957 shares of the company’s stock valued at $136,086,000 after buying an additional 57,407 shares during the last quarter. Nicola Wealth Management LTD. grew its position in shares of CocaCola by 42.3% in the 3rd quarter. Nicola Wealth Management LTD. now owns 185,000 shares of the company’s stock valued at $12,269,000 after buying an additional 55,000 shares during the last quarter. Finally, Atlantic Union Bankshares Corp grew its position in shares of CocaCola by 19.9% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 120,866 shares of the company’s stock valued at $8,016,000 after buying an additional 20,032 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Stock Up 0.1%

KO stock opened at $81.56 on Monday. CocaCola Company has a one year low of $65.35 and a one year high of $82.66. The stock has a market capitalization of $350.90 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The company has a fifty day moving average of $77.41 and a 200-day moving average of $74.70.

CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter last year, the business earned $0.73 EPS. The business’s revenue was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, analysts expect that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Monday, June 15th. CocaCola’s dividend payout ratio (DPR) is 66.67%.

Insider Buying and Selling

In other news, CFO John Murphy sold 72,449 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $22,538,916.84. This trade represents a 20.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 786,726 shares of company stock worth $62,547,977. 0.90% of the stock is currently owned by insiders.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Bank of America Securities initiated or reiterated a Buy on Coca-Cola, reinforcing confidence in the company’s earnings durability and long-term outlook. Coca-Cola (KO) Gets a Buy from Bank of America Securities
Positive Sentiment: Articles emphasizing Coca-Cola as a dividend-growth blue chip and one of Warren Buffett’s favored holdings support the stock’s appeal as a stable, income-oriented investment. Warren Buffett earns a 20% dividend yield-on-cost with Coca-Cola stock
Neutral Sentiment: Industry coverage notes that soft-drink companies are still navigating margin and tariff pressures, which could affect the sector but does not point to a Coca-Cola-specific problem. 5 Soft Drinks Stocks to Track Amid Margin & Tariff Pressures
Neutral Sentiment: Several comparison and “best stock” articles kept Coca-Cola in the spotlight, including bullish long-term income lists and a KO vs. Celsius debate, but these were mostly opinion-driven rather than new fundamentals. Coca-Cola vs. Celsius: Which Consumer Goods Stock Is a Better Buy in 2026?
Negative Sentiment: One recent article framed Coca-Cola as a potential short candidate because the shares have rallied sharply and now trade near highs, raising valuation concerns despite solid fundamentals. Coca-Cola or Philip Morris: Which Is the Better Short Bet Right Now?

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. TD Cowen increased their target price on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Truist Financial set a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. UBS Group increased their target price on shares of CocaCola from $90.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Jefferies Financial Group increased their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Finally, JPMorgan Chase & Co. increased their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Fifteen investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $86.80.

Read Our Latest Stock Analysis on KO

CocaCola Company Profile

(Free Report)

The Coca?Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca?Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready?to?drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca?Cola’s brand portfolio includes widely recognized names such as Coca?Cola, Diet Coke, Coca?Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.